Clifford Swan
Articles from Clifford Swan
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Company News
Clifford Swan Named to Financial Advisor Magazine’s 2025 RIA Ranking
Clifford Swan has been recognized as the 17th largest RIA in California in Financial Advisor Magazine’s fourteenth annual ranking of independent advisory firms nationwide. This recognition reflects our continued growth and commitment to providing comprehensive wealth management services to our clients. The ranking order is based on assets under management. We are honored by this […]
Company News
Celebrating the First Decade of Our Summer Internship Program
Clifford Swan’s wealth management internship program reached a major milestone this year, with Meghan Garrity and Michael Dunn completing our tenth annual program. Over six weeks, they immersed themselves in learning across our firm, from investment research and financial planning to compliance and operations. The rising college juniors brought impressive credentials. A Finance and Spanish […]
Market Commentary
Quarterly Insights: July 2025
When we wrote last quarter’s letter, a deep equity sell-off had been underway following the announcement of President Trump’s tariff campaign. The S&P 500 has since fully recovered from that 20% market drawdown, with investors increasingly hopeful we can avoid a full-blown global trade war. Without knowing which direction markets will move next or how […]
Market Commentary
Quarterly Insights: April 2025
On April 2nd, President Trump’s announcement of new tariffs triggered a global equity sell-off. In their current form, they will affect nearly all U.S. trade. The speed and scale of these trade actions have been stunning. Using the President’s first term as a point of reference, tariffs were levied about 14 months into the term, […]
Company News
Clifford Swan Supports the 2025 Pasadena Festival of Women Authors
Clifford Swan Investment Counselors proudly served as the lead sponsor for the 2025 Pasadena Festival of Women Authors. This year’s festival, held on Saturday, March 22 at the Pasadena Hilton, welcomed seven acclaimed authors and a full ballroom of literature enthusiasts. The authors shared their journeys as writers, answered questions, and signed books. Representing Clifford […]
Company News
Clifford Swan Hosts Cal State Fullerton’s Titan Capital Management Students
Clifford Swan Investment Counselors welcomed students from California State University, Fullerton’s Titan Capital Management (TCM) program to our offices on February 28 for an engaging day of discussions on investment management. TCM is a highly regarded student investment group, having won the CFA Institute Research Challenge of Los Angeles for six consecutive years. The program […]
Wealth Planning
Protect Your Assets from Phishers
We’ve written before about protecting yourself from financial fraud and encourage you to keep this threat in mind. As technological advances have improved our lives in many ways, an unfortunate side effect is technology’s role in helping cybercriminals construct more sophisticated financial scams. Recently, some of our clients have experienced more advanced phishing attempts that […]
Market Commentary
Quarterly Insights: October 2024
The U.S. economy and capital markets performed well in the third quarter of 2024. It’s hard to predict whether this strength will continue as we face a mixed bag of signals. No matter the environment, our focus on high-quality investments both provides protection during turmoil and participation in the market’s growth. The domestic economy is […]
Company News
Summer Internship Program Successfully Completes 9th Year
Rising junior Dhruv Saraf and rising senior Luke Garlick participated in the firm’s ninth summer internship program. Through their six weeks with Clifford Swan, they touched every aspect of the business including fundamental securities research and trading, portfolio management software, inheritance planning, client service, operations, marketing, compliance, and IT. Dhruv majors in Economics and […]
Market Commentary
Quarterly Insights: July 2024
The U.S. economy keeps growing even in the face of high interest rates. Consumers are spending, businesses are investing, and the labor market is strong. Though these conditions have shown signs of slowing, they’ve supported a white-hot stock market: the S&P 500 was up over 40% in the eighteen months trailing June 30th. All eyes […]